Case Studies

One of my long-term clients is Hatters.  My work with them has changed over the years but I have always aimed to give the team the support they need. Another conversion to Xero and I am able to support the in-house finance team where needed.

“I have known Sue since we first met networking in 2008. When I wanted to move my accounts system to Xero, Sue was the obvious person to ask. Hatters has worked with Sue ever since although her role has evolved over the years. Sue has always been there to support the business and I really appreciate both her finance and business knowledge.”

Jo Shippen, Hatters

Like many of my clients, Salesworxs came to me as a referral and I have worked with the company since it was formed four years ago. Typically, I work on Xero in the cloud and all the accounting function is set up to work virtually. I work closely with Richard, the Managing Director, and he appreciates the access at any time to the company’s trading results, which are kept fully up to date with the bank feed and prompt entry of invoices and bills.

“Working with Sue is a pleasure and very reassuring. As a growing SME, my time is pulled in many directions and it’s super comforting to know that all our finances and reporting are in safe hands. The fact that I don’t have to proactively contact Sue is testament to what a brilliant job she does for us, how well organised and knowledgeable she is. The implementation of Xero from the very early days has given me instant and up to date access to all the financial information I need as the owner of a growing business.”

Richard Newman, Managing Director

Sarah had spent her career to date working for large companies with a dedicated finance department. Now it was all down to her! In common with many business owners, Sarah need to learn a new range of skills when she set up Plantas Shoes. She didn’t have time to spend on back office procedures, she wanted to be marketing and selling. And compliance with external agencies such as HMRC was important.

“As a small business, I had been running my accounts on an excel spreadsheet and reconciling once a week and then monthly with my bank statement.

This was starting to get increasingly complex and time consuming as the business grew, I started to operate in different channels, and needed to invoice trade customers. Sue advised me to look at Xero with an automatic bankfeed which was relatively easy to set up with Sue’s help, and I now invoice in minutes on a Monday, do my accounts in about ½ hr on a Friday (I was allocating the whole morning previously), and Xero also makes VAT Returns much, much simpler to do too! I find that Xero has considerably simplified my business accounting, it is both easy to use and very cost effective, and I have a much better handle now on my accounts and cashflow. I would not hesitate to recommend it.”

Sarah Lynch, CEO, Plantas UK Ltd